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Beyond the behemoths

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Manage episode 447446802 series 3075916
Content provided by AllianzGI Investment Trusts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by AllianzGI Investment Trusts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In the 27th episode of the Silicon Valley Byte Size Podcast, Mike Seidenberg, Lead Portfolio Manager, joins host Cherry Reynard to discuss the current tech landscape, dominated by a handful of companies. Mike discusses the importance of looking beyond these giants to uncover new opportunities, sharing his insights on the key secular themes driving long-term growth in the industry. Tune in to find out where Mike and the team are finding opportunities currently.

Hosted on Acast. See acast.com/privacy for more information.

  continue reading

29 episodes

Artwork
iconShare
 
Manage episode 447446802 series 3075916
Content provided by AllianzGI Investment Trusts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by AllianzGI Investment Trusts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In the 27th episode of the Silicon Valley Byte Size Podcast, Mike Seidenberg, Lead Portfolio Manager, joins host Cherry Reynard to discuss the current tech landscape, dominated by a handful of companies. Mike discusses the importance of looking beyond these giants to uncover new opportunities, sharing his insights on the key secular themes driving long-term growth in the industry. Tune in to find out where Mike and the team are finding opportunities currently.

Hosted on Acast. See acast.com/privacy for more information.

  continue reading

29 episodes

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